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Google Sheets + Intaker

Google Sheets + Intaker

Google Sheets + Intaker integrations

Update multiple spreadsheet rows in Google Sheets when lead status changes in Intaker

Stay on top of lead status updates in Intaker by integrating it with Google Sheets. With this workflow, every change in lead status within Intaker saves directly as multiple rows in Google Sheets. It's a strategic way to maintain accurate records and analyse sales progress efficiently. Never miss or manually input a lead status change again - this process streamlines it for you.

  1. When this happens...
    Lead Status Changed
    Lead Status Changed
    Lead Status ChangedTriggers when lead status on the dashboard changes
  2. automatically do this!
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet RowsCreate one or more new rows in a specific spreadsheet (with line item support).
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More things you can do with Intaker and Google Sheets

Discover other triggers and actions you can use with Intaker and Google Sheets

    • Organization
      Required
    • Agent Name
      Required
    Trigger
    Instant
    Try It
    • Organization Name
      Required
    • Bot Name
    • Prompt Name
    Trigger
    Polling
    Try It
    • orgId
      Required
    • Lead Status Changed To
      Required
    • Lead Status Changed From
    • Filter
    Trigger
    Instant
    Try It
    • Organization Name
      Required
    Trigger
    Instant
    Try It
    • orgId
      Required
    • agentId
      Required
    Trigger
    Instant
    Try It
    • Organization Name
      Required
    • Bot Name
    Trigger
    Polling
    Try It
    • Organization Name
      Required
    Trigger
    Instant
    Try It
    • Organization Name
      Required
    Trigger
    Instant
    Try It
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Intaker
Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
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